PWM
Prosperity Wealth Management Portfolio holdings
AUM
$295M
1-Year Est. Return
37.26%
This Fund
S&P 500
1 Year Est. Return
+37.26%
AUM
$295M
AUM Growth
+$24.8M
(+9.2%)
Holding
290
Top Buys
| 1 | +$1.32M | |
| 2 | +$1.24M | |
| 3 | +$1.17M | |
| 4 |
Applovin
APP
|
+$1.17M |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
+$991K |
Top Sells
| 1 | +$2.71M | |
| 2 | +$2.38M | |
| 3 | +$2.18M | |
| 4 |
ProShares UltraPro S&P 500
UPRO
|
+$1.31M |
| 5 |
Schwab Long-Term US Treasury ETF
SCHQ
|
+$1.16M |
Sector Composition
| 1 | Technology | 19.17% |
| 2 | Consumer Discretionary | 5.69% |
| 3 | Financials | 4.43% |
| 4 | Communication Services | 3.59% |
| 5 | Industrials | 3.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
SkyWater Technology
SKYT
$1.43B
| – | – |
-20,900
|
|
||
277
Spire Global
SPIR
$295M
| – | – |
-18,100
|
|
||
278
Target
TGT
$50.8B
| – | – |
-2,766
|
|
||
279
TSMC
TSM
$1.92T
| – | – |
-3,589
|
|
||
280
Upbound Group
UPBD
$1.19B
| – | – |
-8,300
|
|
||
281
Upstart Holdings
UPST
$2.51B
| – | – |
-10,660
|
|
||
282
Vanguard Information Technology ETF
VGT
$109B
| – | – |
-366
|
|
||
283
Direxion Daily FTSE China Bear 3X Shares
YANG
$200M
| – | – |
-6,739
|
|
||
284
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
$1.5B
| – | – |
-6,176
|
|
||
285
Zscaler
ZS
$24.1B
| – | – |
-642
|
|
||
|
CRSH
286
YieldMax Short TSLA Option Income Strategy ETF
CRSH
$18.8M
| – | – |
-9,348
|
|
||
|
EIPI
287
FT Energy Income Partners Enhanced Income ETF
EIPI
$1.05B
| – | – |
-15,383
|
|
||
|
FIAT
288
YieldMax Short COIN Option Income Strategy ETF
FIAT
$41.2M
| – | – |
-16,221
|
|
||
|
PMBS
289
PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund
PMBS
$1.05B
| – | – |
-12,363
|
|
||
290
Pacer Trendpilot US Large Cap ETF
PTLC
$3.24B
| – | – |
-6,050
|
|